AIR
AAR·NYSE
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AIR fundamentals
AAR (AIR) expects to report earnings on Jan 6, 2026, with estimated revenue of 761.15M (YoY +10.94%), and EPS at 1.0383 (YoY +15.37%).
Revenue estimate / YoY
761.15M
+10.94%
EPS estimate / YoY
1.0383
+15.37%
Report date
Jan 6, 2026
AIR Earnings Call Summary for Q2,2026
- Revenue Growth: Total sales up 16% YoY, Parts Supply segment +29%, driven by new contracts and volume.
- Margin Expansion: Operating margin 10.2% (up 100bps), targeting 10%+ long-term with HAECO integration.
- Strategic Acquisitions: ADI, HAECO Americas, and ART to enhance Parts Supply and MRO capabilities.
- Software Adoption: Trax now used by 100% of top 20 airlines, with Delta and Thai Airways implementations.
- Future Growth: FY26 total sales +17%, Q3 sales 20-22% growth (2-5% organic), with FY27 capacity expansion.
- Risk Management: No destocking signals, stable USM activity, and HAECO margin dilution temporary.
EPS
Revenue
Revenue & Expenses
AIR has released its 2026 Q2 earnings report, with revenue of 795.30M, reflecting a YoY change of 15.92%, and net profit of 34.60M, showing a YoY change of 213.07%. The Sankey diagram below clearly presents AIR's revenue sources and cost distribution.
Key Indicators
AAR (AIR) key financial stats and ratios, covering profitability, financial health, and leverage.
AAR (AIR)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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AAR (AIR)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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AAR (AIR)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does AAR (AIR) generate its revenue? Explore its key revenue streams and top earning regions.
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Track AAR (AIR) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What does AAR do and what are its main business segments?What is AAR's gross profit margin?What is AAR's latest dividend and current dividend yield?What is the market's earnings forecast for AAR next quarter?What factors drove the changes in AAR's revenue and profit?What were the key takeaways from AAR’s earnings call?Did AAR beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for AAR year over year?
